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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: John Hauser who wrote (63364)	1/21/2000 8:10:00 PM
From: Climber	Read Replies (5) \| Respond to of 152472

John, Would you be a buyer at these levels? Just curious.. FWIW, yes, and I did buy some more yesterday after freeing up some money. Q is a Gorilla in a rapidly swirling tornado. Their value is constantly expanding. Kyocera, Hitachi... General Motors aligning with CDMA carriers... VOD, China, acceleration in Japan... The thing that troubles me about MCOM, regardless of being first to market, is how do they compete with Sprint, VOD/ATI, Bell Atlantic, GTE, et al when these guys start upgrading to HDR at a fraction of the cost of an MCOM national rollout? Where do they get the spectrum, how do they pay for building out the kind of infrastructure that CDMA already has? I admit I'm not very knowledgeable, and Ricochet sounds good -- I'd love to have it right now. But where are they going to be 12-24 months from now when HDR starts delivering? Serious question, not rhetorical. Climber

To: John Hauser who wrote (63364)	1/22/2000 12:42:00 AM
From: DaYooper	Read Replies (2) \| Respond to of 152472

Would you be a buyer at these levels? John, if I didn't already own enough Q I would buy before the earnings are released next Tuesday. Q is a gorilla with a lock on 2.5 gen and 3rd gen royalties in an industry that is truly exploding. I would not want to be left behind. BTW, Dr. Jacobs will not disappoint on Tuesday. I saw that look in his eye on a couple tv interviews lately. When asked if he would need to split the stock again, he replied (appx) "that is something we will certainly need to look at". Realize he is several steps ahead of you and me. Rory